Client-Focused Branch Office Administrator

Edward Jones; Milton (FL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Full-time benefits

401k retirement plan

Job summary

Edward Jones in Milton, FL is seeking a Branch Office Administrator (BOA) to provide administrative support to financial advisors and client accounts. You will help with scheduling, communications, and client service, while contributing to business planning and client experiences.

The role offers structured training, collaboration across a broad support network, and opportunities to grow within a client‑centered, inclusive firm environment.

Qualifications

• Ability to think critically and analyze client information accurately.
• Strong attention to detail in handling client data and transactions.
• Adaptability to changing client needs and processes.
• Excellent verbal and written communication with clients and colleagues.
• Comfort with digital tools and software used in financial services.
• Collaborative mindset to work with advisors and teams.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account openings, transfers, and documentation under advisor direction.
• Manage scheduling, materials for meetings, and support marketing initiatives.
• Learn and use firm software (MoneyGuide, Salesforce, Microsoft Office).

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones in Milton, FL is seeking a Branch Office Administrator (BOA) to provide administrative support to financial advisors and client accounts. You will help with scheduling, communications, and client service, while contributing to business planning and client experiences.

The role offers structured training, collaboration across a broad support network, and opportunities to grow within a client‑centered, inclusive firm environment.